Experience

Union Institute & University

• United States
• Higher Education
• 100 - 200 Employee

• Financial Aid Processing and Compliance Specialist

  • Dec 2019 - Present

  •Ensure compliance with federal, state and institutional policies.•Maintain up-to-date knowledge of all Federal title IV and state regulatory laws.Stay current on any and all Title IV regulatory requirement changes.•Inform the Director of any issues that may compromise compliance with laws, regulations, and policies.•Develop and execute an annual monitoring system to ensure that key financial aid functions are evaluated on a recurring basis. Includes but is not limited to Title IV verification, C-Codes, packaging, SAP and refunds.•Participate in federal and state on-site compliance audit visits and assist with any corrective actions.•Serve as an office resource person on need analysis and verification. Demonstrating expertise in complicated tax returns, non-traditional family relationships, unusual circumstances etc.)•Responsible for financial aid functions within undergraduate financial aid, including daily tasks of packaging, verifications, processing loans, and returning funds to The Department of Education.•Awards internal and external scholarships adhering to institutional stacking policy.•Fosters high morale within the financial aid office to assure staff job satisfaction and cohesiveness of effort in meeting the university and office goals.•Responsible for daily electronic timekeeping as it applies to the scope of this position.



Fortis College, Florida

• Higher Education
• 1 - 100 Employee

• Assistant Director Of Financial Aid

  • Sep 2019 - Nov 2019

  • Supervised personnel in accordance with college policies and applicable laws, to include: interview, hire, and train employees; plan, assign, and direct work. • Lead staff meetings, share information as appropriate, promote the development of ideas for improved service and efficiency, and encourage teamwork.• Coordinated and managed all financial aid programs, ensuring compliance with all federal, state, and institutional financial aid regulations, policies, and procedures.• Monitored, approved, and/or revise all financial aid packaging for all qualified applicants in accordance with federal, state, institutional, and other policies and procedures.• Worked with Business Office to ensure accurate and timely exchange of information and awards between school information systems. Oversaw reconciliation process.• Developed, modified, implemented and maintained the application intake and tracking process for proper documentation of all awards for audit trail. Maintained fund control records in accordance with funding level limitations. Completed federal, state, and institutional reports including applications for federal funding. • Facilitated coordination and communication between respective college departments as they relate to the Financial Aid Office’s role in creating a positive educational experience for students. Integrated efforts to maximize Financial Aid’s role in recruiting and retention. • Counseled and advised students and parents regarding financial needs and problems, and recommend financial aid opportunities, academic progress, eligibility and procedures. • Performed other duties as assigned.

• Financial Aid Officer

  • Apr 2018 - Sep 2019

  • Provided processes and services needed to assist each student in making application for all forms of student financial assistance (Federal, State, Agency, Lenders, Veterans, Employer, etc.).• Performed data entry and file maintenance in the Campus Vue, and State Guarantee Agency and NSLDS borrower data management systems.• Performed need analysis and financial aid packaging.•Performed verification and correction of financial aid application data.•Maintained student files, assembled new student information and application packages and other documentation requirements.•Reviewed all student files to ensure accurate funding and full compliance with all applicable statutes, rules and regulations.



Tulsa Welding School-Jacksonville Campus

• United States
• Higher Education
• 1 - 100 Employee

• Financial Aid Advisor

  • Nov 2017 - Apr 2018

  • Provided exemplary customer service by responding to all inquiries regarding financial aid programs and eligibility in a timely manner.• Interviewed applicants and request specified information regarding financial aid program requirements and procedures.• Counseled and advised students about financial aid eligibility, application procedures, aid programs, costs, indebtedness, money management and financial planning and individualize information to the particular needs and situation of the student.• Accepted financial aid applications and forms; reviewed for completeness and accuracy; and verified information reported on student applications to determine eligibility for awards.• Interpreted, applied and complied with federal, state and institutional regulations governing student financial aid.



YMCA of South Florida

• United States
• Wellness and Fitness Services
• 1 - 100 Employee

• Membership Services Coordinator

  • Apr 2016 - Apr 2017

  • Supervised a membership team of six and trained new staff. • Actively promoted membership enrollment and oversaw correct data entry of all memberships.• Processed membership billing and membership cancellations.• Performed administrative tasks as assigned by Membership Director, Executive Director, and Vice President of Operations.• Escalated growth in membership and strengthened relationships as well as a high degree of member retention and recapture within membership goals.• Responsible for accurately reconciling daily cash drawer.• Created a positive environment where everyone felt welcomed, encouraged and motivated to become more involved in the YMCA.



Cincinnati Bell

• Telecommunications
• 700 & Above Employee

• Business Management Operations Senior Sales Representative

  • Oct 2015 - Feb 2016

  • Received calls from customers regarding billing, payment arrangements, toll inquiries, requests for new, changed service or after market opportunities and associated rates, or miscellaneous information. Completed requests to customer satisfaction.• Determined availability of and oversee the coordination of resources to meet customer requests. Where resources were not available, follow through to ensure facilities successful resolution.• Generated service orders via the appropriate service order system to activate voice & data services and generate billing.• Focused on complex business applications as determined by the sales process account team for selected business customer set (e.g., Enterprise, SLED, Commercial, SMB, Alternate Channels, Extended Territory). Interfacing and coordinating with other processes as necessary.• Proactively notified customer when exception to customer request exists.• Resolved errors/problems which prevent assignment, design or translation of service orders.• Researched/resolved customer problems to ensure customer satisfaction. • Verified completion of orders and notify customers accordingly.• Ownership/accountability for accurate and timely completion of customer requests (48 hour turnaround time).• Responsible to keep oneself updated on pricing, services, procedures and promotions.



Dr. Valido and Associates

• Office Manager

  • Nov 2014 - Oct 2015

  • Managed all aspects of six doctors and eight technicians.• Recruited, hired, fired and trained technicians.• Supervised daily reconciliation of payments.• Supervised and directed staff in day-to-day operations.• Supervised all aspects of optical dispensing, contact lenses, product orders and delivery.• Managed recall tactics (monthly and daily).Printed and mailed statements to patients (monthly).• Tracked data; produced reports (monthly and as needed).• Supervised and assisted with insurance billing and claim filing.• Reviewed and managed accounts receivable aging reports for patients and insurance plans.• Ordered and supervised maintenance on the facility and equipment.• Created and maintained an office policy.



Corporate Concierge Services

• United States
• Hospitality
• 1 - 100 Employee

• Guest Services Supervisor

  • Jan 2012 - Nov 2014

  • Supervised employee performance of five Guest Services Representatives.• Hired and trained new employees.• Staffed and scheduled according to property needs.• Set monthly goals for guest service staff.• Motivated and organized incentives to ensure the team exceeded goals (gift card sales and mall marketing program).• Provided general administrative and clerical support including mailing, scanning, data entry, faxing and copying.• Posted sales/events/career opportunities on mall website and Facebook.• Assisted with implementation and execution of mall events.• Provide feedback reports to Marketing Manager and C.C.S. for event turnout, guest response, and employee performance. • Managed store directory, manager contact, and emergency information. • Inventory control and ordering.• Worked face-to-face with the guests and set the standard of the world-class services.



JCPenney

• United States
• Retail
• 700 & Above Employee

• Commission Sales Associate

  • Aug 2005 - Aug 2010

  • Acknowledged customers in a friendly and helpful manner. • Handled all returns courteously and professionally.• Determined customer needs based on proactive conversation.• Demonstrated knowledge of store products and services to build sales.• Replenished products on the store floor. • Acknowledged customers in a friendly and helpful manner. • Handled all returns courteously and professionally.• Determined customer needs based on proactive conversation.• Demonstrated knowledge of store products and services to build sales.• Replenished products on the store floor.